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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
26
Buckingham Strategic Wealth
Missouri
$526K
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$497K +$131K +3,841 +39%
TFO
28
Tarbox Family Office
California
$476K -$31K -913 -7%
HFA
29
Highland Financial Advisors
New Jersey
$432K +$18.1K +532 +5%
DJSG
30
D.J. St. Germain
Massachusetts
$421K +$394K +11,578 New
CFGA
31
Cambridge Financial Group (Arizona)
Arizona
$417K +$389K +11,454 New
AIA
32
Armor Investment Advisors
North Carolina
$414K +$5.17K +152 +1%
SS
33
Sunbelt Securities
Texas
$413K -$34.5K -1,016 -8%
HWMA
34
Heritage Wealth Management (Arizona)
Arizona
$405K +$379K +11,136 New
NC
35
Napatree Capital
Rhode Island
$386K +$361K +10,612 New
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$370K +$346K +10,173 New
WWA
37
WCG Wealth Advisors
Nevada
$368K
MWM
38
Merriman Wealth Management
Washington
$347K
NL
39
Navalign LLC
California
$340K +$7.78K +229 +3%
RF
40
RHS Financial
California
$324K +$1.53K +45 +0.5%
EWA
41
Emergent Wealth Advisors
New York
$318K +$297K +8,752 New
HI
42
Human Investing
Oregon
$313K +$5.2K +153 +2%
MBT
43
Montecito Bank & Trust
California
$311K +$290K +8,546 New
KAS
44
Kestra Advisory Services
Texas
$292K +$272K +8,015 New
TDWM
45
Topel & Distasi Wealth Management
California
$275K -$11.6K -340 -4%
SFC
46
Sprinkle Financial Consultants
Colorado
$265K +$248K +7,293 New
CA
47
Cetera Advisors
Colorado
$254K -$6.8K -200 -3%
LFG
48
Leverty Financial Group
Wisconsin
$244K
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$243K +$6.02K +177 +3%
CA
50
Crane Advisory
California
$241K +$228K +6,706 New